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Aging Adults: What are the Housing Options?
Looking for a living option for yourself or a loved one that will help reduce the burden of household duties and ultimately aid in personal wellbeing as aging occurs can be a little daunting.
Hawkish Fed: Good for Your Portfolio?
The Fed has tremendous influence over the economy and the markets. After years of stimulus, it must navigate an unenviable balancing act of combating inflation without rattling confidence in the markets.
Should You Buy Bonds in 2022?
Owning bonds today is still relevant because they provide steady income and protect portfolios when risky assets fall. If you rely on your portfolio for spending, the bond portion should protect your spending level.
Inherited IRAs: Do You Know The Rules?
When the SECURE Act first passed, the rules seemed straightforward. In practice, we are now encountering individuals who have more than one Inherited IRA account and possibly different distributions plans for each one.
Want to Earn 7% Risk-Free? There’s a Catch
The 7% yield is very attractive. It will probably change in May, but even then, the new yield will still likely be well above any other yields that you can get on cash alternatives.
Nurses, Military, Teachers: Get your Student Loans Forgiven!
The PSLF program hasn’t had the best reputation, but the recent changes should make it more user-friendly and accessible to the people it was designed to help.
Goodbye 2021 – Oops, What Did I Forget?
When it comes to tax law and estate planning regulations, Congress is, if nothing else, unpredictable. While the Build Back Better bill appears to be dead in its current state, another bill will soon follow, offering up its own set of planning challenges.
2021 U.S. Economy – The Bedel Barometer
The current score for the Bedel Barometer is +3. While we all know “past performance is not a guarantee of future results,” our economic metrics continue to improve with the slow reopening of the economy.
Wow! Inflation over 7%
This inflation rate far surpasses the Federal Reserve's target of achieving an average inflation rate of 2% per year. Yet, despite this data, Fed Chair Jerome Powell has dismissed inflation concerns throughout much of the year because he believed higher prices were 'transitory.'
Get Money from Your House
Maybe you want to renovate your home to avoid having to buy a new house in today's cutthroat market. Perhaps you wish to pay off higher interest credit card or student loan debt. Tapping home equity can be a viable and beneficial financial strategy for many reasons but also comes with its fair share of risks.
Why Holiday Gifts May Cost More
We may be in the middle of the largest supply chain disruption since World War II. But what is the "supply chain," and how did we get into this mess?
Widow Sells Her House: Tax Consequences?
When Harry met Sally, they bought a wonderful home for $50,000. They loved their home, neighborhood, and the fond memories created there. However, when Harry passed away, Sally decided it was time to move. Now, Sally is left wondering what the tax consequences might be.